Atria Wealth Solutions, Inc. Purchases in Q4 2024

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLMI
Franklin Dynamic Municipal Bon

ETFs
9.99K
New
$24.42 - $25.06 $244K - $250K
9.99K $244K
GVIP
Goldman Sachs Hedge Ind Vip Et

ETFs
1.95K
New
$118.78 - $129.7 $232K - $253K
1.95K $241K
NDAQ
Nasdaq, Inc.

Financial Services
2.94K
+ 94.89%
$70.87 - $83.05 $208K - $244K
6.03K $466K
AIQ
Global X Funds Global X Artifi

ETFs
1.73K
+ 1.47%
$36.57 - $40.57 $63.3K - $70.2K
119K $4.6M
FYC
First Trust Small Cap Growth A

ETFs
3.1K
New
$72.19 - $84.64 $224K - $262K
3.1K $239K
JAVA
Jp Morgan ETF Fd Tr Active Val

ETFs
4K
+ 22.17%
$63.01 - $68.55 $252K - $274K
22K $1.39M
NGG
National Grid PLC

Utilities
4.03K
New
$57.68 - $70.03 $232K - $282K
4.03K $239K
TTD
Trade Desk, Inc.

Technology
243
+ 0.92%
$108.7 - $139.51 $26.4K - $33.9K
26.7K $3.14M
ARKG
Ark Genomic Revolution ETF (De

ETFs
10.8K
+ 121.11%
$22.66 - $27.11 $246K - $294K
19.8K $466K
FISV
Fiserv Inc

Technology
1.89K
+ 10.37%
N/A
20.2K $2.52M
PSFF
Pacer Fds Tr Swan Sos Fd Of Fd

ETFs
7.59K
+ 32.9%
$28.48 - $29.56 $216K - $224K
30.7K $898K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.69K
+ 8.49%
$69.3 - $74.3 $186K - $200K
34.3K $2.45M
AVDE
American Centy ETF Tr Avantis

ETFs
3.81K
New
$60.9 - $66.69 $232K - $254K
3.81K $233K
ARB
Altshares Tr Merger Arbitrage

Industrials
8.45K
New
$27.27 - $28.14 $230K - $238K
8.45K $232K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
8.82K
New
$22.72 - $28.29 $200K - $250K
8.82K $232K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
651
+ 7.25%
$110.69 - $154.48 $72.1K - $101K
9.64K $1.22M
VLUE
Ishares Msci Usa Value Factor

ETFs
2.45K
+ 30.12%
$104.01 - $115.38 $255K - $282K
10.6K $1.12M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
2.21K
New
$100.18 - $109.1 $221K - $241K
2.21K $231K
TGNA
Tegna Inc

Communication Services
12.6K
New
$15.25 - $19.32 $192K - $244K
12.6K $230K
CWT
California Water Service Group

Utilities
5.07K
New
$45.33 - $54.6 $230K - $277K
5.07K $229K
UNM
Unum Group

Financial Services
3.14K
New
$58.88 - $77.07 $185K - $242K
3.14K $229K
LYV
Live Nation Entertainment, Inc.

Communication Services
1.75K
New
$109.06 - $140.54 $191K - $246K
1.75K $226K
EMO
Clear Bridge Energy Midstream Opportunity Fund Inc.

Financial Services
4.85K
New
$41.88 - $50.49 $203K - $245K
4.85K $225K
QGRO
American Centy ETF Tr Stoxx Us

ETFs
2.25K
New
$90.31 - $106.37 $203K - $239K
2.25K $224K
SMB
Vaneck Short Muni ETF

ETFs
13.2K
New
$17.07 - $17.26 $225K - $227K
13.2K $224K
AFRM
Affirm Holdings, Inc.

Technology
3.67K
New
$38.48 - $72.86 $141K - $268K
3.67K $223K
TWLO
Twilio Inc

Communication Services
2.06K
New
$63.73 - $114.96 $131K - $237K
2.06K $222K
CIEN
Ciena Corp

Technology
2.6K
New
$61.45 - $91.14 $160K - $237K
2.6K $220K
GDDY
Go Daddy Inc.

Technology
1.12K
New
$153.16 - $209.03 $171K - $233K
1.12K $220K
HAL
Halliburton CO

Energy
8.87K
+ 77.19%
$25.77 - $31.99 $229K - $284K
20.4K $553K
NANR
Spdr Index Shs Fds S&P North A

ETFs
4.31K
New
$50.02 - $58.31 $216K - $251K
4.31K $220K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
804
+ 9.24%
$180.39 - $205.43 $145K - $165K
9.51K $1.8M
CINF
Cincinnati Financial Corp

Financial Services
1.53K
New
$132.86 - $160.16 $203K - $244K
1.53K $219K
ACM
Aecom

Industrials
2.03K
New
$101.97 - $116.97 $207K - $238K
2.03K $217K
PXH
Invesco ETF Tr Ii Ftse Rafi Em

ETFs
10.7K
New
N/A
10.7K $216K
CHKP
Check Point Software Technologies LTD

Technology
1.25K
+ 42.79%
$170.18 - $209.01 $212K - $261K
4.16K $776K
CNO
Cno Financial Group, Inc.

Financial Services
5.76K
New
$34.0 - $40.5 $196K - $233K
5.76K $214K
KIE
Spdr S&P Insurance ETF

ETFs
3.8K
New
$55.65 - $62.03 $211K - $236K
3.8K $214K
CTS
Cts Corp

Technology
4.05K
New
$46.79 - $58.97 $190K - $239K
4.05K $213K
FHI
Federated Hermes, Inc.

Financial Services
5.2K
New
$36.01 - $43.31 $187K - $225K
5.2K $213K
IVT
Inven Trust Properties Corp.

Real Estate
7.05K
New
$28.52 - $31.3 $201K - $221K
7.05K $212K
CNQ
Canadian Natural Resources LTD

Energy
6.86K
New
$29.51 - $37.6 $203K - $258K
6.86K $211K
HRB
H&R Block Inc

Consumer Cyclical
6.54K
+ 51.54%
$52.14 - $63.36 $341K - $415K
19.2K $1.02M
OSPN
One Span Inc.

Technology
11.3K
New
$14.47 - $19.38 $164K - $220K
11.3K $210K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
6.58K
+ 40.88%
$40.41 - $45.12 $266K - $297K
22.7K $918K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.75K
+ 29.75%
$54.54 - $61.04 $204K - $229K
16.3K $909K
IYF
Ishares Tr

ETFs
1.9K
New
$102.7 - $119.05 $195K - $226K
1.9K $209K
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
6.16K
+ 29.19%
$33.7 - $37.69 $208K - $232K
27.3K $937K
BLOK
Amplify ETF Tr Trnsformational

ETFs
1.8K
+ 7.84%
$36.5 - $53.22 $65.7K - $95.7K
24.7K $1.07M
Activity Summary
Buys All Purchases 1036 New Holdings 206 Increased Positions 830 Sells All Sells 796 Reductions 796 Sold out 0 Options Calls 22 Puts 5
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